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Registered Rep.
February 3, 2015
Brad Zigler |
Where Is The Hedge? Only one alternative class beat the S&P 500 Index in 2014. Of course, alternatives, or "alts," aren't meant to replace core holdings, only to augment them.   |
Registered Rep.
February 3, 2015
Mindy Diamond |
The Comp Grid Dilemma Our telephones have been ringing off the proverbial hook with advisors that were extremely upset with their wirehouses' announced compensation changes. |
Registered Rep.
February 2, 2015
John Kador |
If I Knew Then What I Know Now . . . Many advisors hold out that they know things they cannot possibly know. Be humble about what you don't know. |
Registered Rep.
February 2, 2015
Ryan W. Neal |
Cold Call: Q&A With Brent Brodeski, Principal and CEO, Savant Capital Management When you combine [accounting and advising] together, I think you have the ability to create enhancements on both sides. |
Registered Rep.
January 30, 2015 |
First Tweets: How the Wealth Industry Introduced Themselves to Social Media We went back to where it all started and checked out several #FirstTweets from firms and folks around the industry. Here's a roundup of some of our favorites. |
Registered Rep.
January 29, 2015
Matt Oechsli |
The Elite Financial Advisor of 2015 Most advisors would love to call themselves "elite," placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. What exactly does this exclusive group look like? |
Registered Rep.
January 28, 2015 |
Phony Followers Fakeout: inside the phony Twitter followings of 16 major brokerages. |
Registered Rep.
January 28, 2015
Kevin McKinley |
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. |
Registered Rep.
January 27, 2015
Debbie Carlson |
Playing the Energy Decline in Emerging Markets After a difficult year for emerging markets and commodities, many advisors probably want to run the other way. But that could be a mistake: There are bargains to be had. |
Registered Rep.
January 26, 2015
Diana Britton |
The New Reality in Donor-Advised Funds They let philanthropically minded donors give appreciated assets (like stocks) to charities without the value being reduced by capital gains taxes, while still claiming a charitable tax deduction. |
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